The End of the Economic SuperCycle

Companies that fail to adapt will go out of business

Below is a selection of news stories published by ICIS on the end of the Economic SuperCycle, and what our experts recommend companies do to survive in this new environment.

News stories and commentary

Winners and losers of the end of the supercycle - infographic

The end of the economic “SuperCycle” will result in winners and losers depending on how companies act.....

No replacement for China demand shortfall – consultant

No other country can make up for the petrochemicals demand shortfall resulting from China’s economic slowdown...

Producers in denial about chems market shifts - consultants

Management teams at some petrochemical companies are not fully facing up to the reality of the extent of shifts that have rippled through the market in recent years...

Demand doesn't have to decrease if new mindset applied – study

Although the current demand model for the petrochemical market is no longer workable, the future does not mean a decrease in orders, but a shift to different areas of consumption...

The petrochemical growth model is broken – study

The petrochemical growth model of the last twenty years is broken, and petrochemical companies must radically change their approach to get ahead...

INSIGHT: As overcapacities build, look to value creation in China markets

China is attempting the boldest, most risky set of economic reforms for at least the past 20 years. In the short term, all the evidence suggests that this has to mean much-lower economic growth. And in the longer term, there is no guarantee that these reforms will be successful...

Global Auto demand cannot rely on China – study

Changing demographics make it impossible for global automotive demand to continue to rely on sustained new demand from China...

Collapse of boomer-era market drivers calls for new approach – report

The petrochemicals industry orthodoxy of investing in new capacity ahead of anticipated demand is being challenged by demographic shifts that fly in the face of assumptions of a supply-driven business model...

Feature: Demand - the new direction for profit

A paradigm shift is underway in global petrochemical and polymer markets. Previously successful business models, based on the supply-driven principle, no longer work...

Commentary: China export collapse highlights shift

Market Outlook: From Dutch tulips to Chinese real estate

We have entered a new global economic era, during which growth and profit drivers will be very different...

Doha failure reflects shift in oil market fundamentals

Doha failure reflects shift in oil market fundamentals

The failure by OPEC and non-OPEC oil producers to reach a deal in Doha to freeze output took some crude market players by surprise.

In this new whitepaper,John Richardson, ICIS Consulting & Analytics and co-author of the new ICIS-IeC study: "Demand- The New Direction for Profit" argues the collapse of the Doha talks was easily foreseen.

Download whitepaper now

Video interviews

Tom Brown, deputy news editor, Europe, at ICIS News, interviews Paul Hodges, chairman of consultants International eChem (IeC) and co-author of the new joint ICIS Consulting & Analytics and IeC study: "Demand - The New Direction for Profit,"

VIDEO: Changing demographics will shift chems business models

...on what shifts to business models changing demographics will necessitate.

VIDEO: The new direction for profit - stimulus will fail

...on the effects of recent government stimulus measures.

VIDEO: The new direction for profit - oil rebound unsustainable

...on the sustainability of the recent rebound in crude oil prices.


Since 2011 our market analysis featured in the ICIS Chemicals & The Economy and Asian Conections blogs written by Paul Hodges of IeC and John Richardson of ICIS, lead authors of the Study, has highlighted the key factors and events which have resulted in the end of a global Economic SuperCycle.

Asian Chemical Connections

John Richardson looks at Asian and global commodity chemicals and polymer pricing trends, supply and demand, macroeconomics, energy and environmental issues.

Read the blog »

Chemicals and the Economy

Guest blogger, Paul Hodges looks behind today's headlines and studies key influencers shaping the chemical industry over the next 12-18 months. He takes a closer look at oil prices, economic growth and the environment among other things, along with some light-hearted commentary along the way.

Read the blog»

New Scenario Study is a practical guide to growth

Scenario Study

Demand - The New Direction for Profit

The new study by ICIS and the independent UK chemicals consultancy, International eChem, is the culmination of five years of ground-breaking forecasting work.

It provides a critical assessment of the present economic landscape and a roadmap for navigating towards future profit and growth.

Find out more »

The End of the Economic SuperCycle: Adapt or Collapse

INFOGRAPHIC The End of the Economic SuperCycle: Adapt or Collapse

This infographic examines the end of the Economic SuperCycle and the two directions that companies can take in the new world.

Find out more »

Related ICIS services

ICIS Supply and Demand Database

ICIS Supply and Demand Database

This is the data behind the Scenario Study: ‘Demand – The New Direction for Profit.’

Access to this online database gives you an end-to-end perspective across the global petrochemicals supply chain and enables you to make better sense of potential future scenarios.

Data includes import and export volumes, consumption, plant capacities, production, and product trade flows – from 1978 up to 2030 – by product, country and region.

This powerful data and analytics service covers more than 100 petrochemical commodities, across 160 countries, and helps senior management, strategists, business planners, analysts and risk managers to validate commercial and growth strategies.

Find out more »

ICIS Consulting

ICIS Consulting

ICIS consultants have contributed their expertise to the ground-breaking forecasting work for the Scenario Study and their guidance is offered to support the implementation into planning for each company, as part of the study subscription.

ICIS’s one-on-one consulting service digs deep into your business. Our consultants deliver tailored solutions based on your unique requirements – from research and due diligence, to investment analysis and portfolio optimisation. In addition, our China-based team can deliver the insights you need to understand how local developments impact the global petrochemical markets.

ICIS consultants integrate their solid industry experience with our wealth of database and extensive research, and work alongside your team to help meet your growth objectives.

Find out more »

In-depth China Market Studies

ICIS China Annual Studies

Anticipate where the Chinese market is heading and create robust plans for production and investment activity with ICIS China-specific annual studies. The reports support your planning and research by providing:

  • Supply and demand forecast data and analysis
  • Import/export levels and capacity expansion plans
  • Downstream demand overview and outlook
  • Analysis on key issues and developments in the market
Find out more »